From the infamous “Brexit” vote in the UK, to good news in U.S. jobless claims and consumer spending, investors braced themselves for substantial volatility in the second quarter of 2016.
Depending on what day you watched the news, you might have thought the world was on the verge of utter chaos and destruction in the recent quarter!
Despite all of this volatility, index returns in several of the major asset classes finished the quarter on a positive note.
To see more details on how the global capital markets fared in the recent quarter, check out our quarterly market review (below), compiled with some help from our friends at Dimensional Fund Advisors.
You can download a complimentary PDF copy of this report by clicking here (best option for mobile users).
Of particular note, check out the short article, “GDP Growth and Equity Returns” located at the end of the review.
Many investors look to gross domestic product (GDP) as an indicator of future stock market returns, but the contrary evidence outlined in this piece just might surprise those investors!
Quarterly Market Review – Q2 2016
Regardless of what happens in the financial markets, it’s important to remember a few key principles that typically lead to long-term investing success…
- Develop a personalized investment plan
- Maintain a long-term outlook and stay disciplined
- Keep a proper perspective in relation to your money
If you’re not a current SageOak client, and you’d like to free up time while delegating the stress and headache that usually come with managing your own investments, click the button below to schedule a complimentary 15-30 minute initial phone call.
Together, we’ll discuss your individual financial situation and explore whether or not it makes sense to pursue a possible advisory relationship with SageOak!